Several people have asked why I recommend they use an attorney for Estate Planning. They want to know why I do not suggest they go on an Internet site or purchase a software package from an office supply store. This would certainly be much simpler and cheaper.

My first response is that you always get what you pay for. If you are paying a very small price for something so important, you are getting something that has very little value.

Another point to consider is the Internet plans are designed for millions of people, and your situation is unique. Without detailed information about you, how can the Internet form possibly meet your needs? Of course, it can’t because it was designed as a “cookie cutter” solution to many situations.

Finally, it you do go to a web site like legalzoom.com or suzeorman.com, two of the more popular sites for trusts and wills, please look at the “fine print” in their disclosures. You will see something to the effect that they are not giving legal advice, they are not attorneys, and you need to have your attorney check the documents you receive from them.

If you need to have your attorney review the documents prepared on their website, why would you go to the website anyway?

Use of Internet or Similar Forms for Estate Planning

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